Hiring checklist for Independent Contractor

Independent Contractor hiring checklist

Bringing an independent contractor on board is an effective way to add specialised skills to your organisation on a flexible basis. To make sure the working relationship is clear and compliant with legal requirements, follow a structured process.

Use the checklist below to guide the hiring and management of independent contractors and to keep the engagement clear and legally compliant.

1. Define the scope of work

  • Identify the project or tasks: clearly specify the work the contractor must undertake.

  • Set project timelines — confirm the start date, key deadlines and anticipated completion date.

  • Specify deliverables — list the expected outcomes, products or services the contractor will supply.

2. Determine contractor status

  • Verify classification — check the worker satisfies local legal criteria for independent contractor status.

  • Avoid misclassification: Be cautious about exerting control over how the work is carried out, as that can lead to the worker being treated as an employee.

3. Budget and payment terms

  • Create a project budget.

  • Agree payment terms and decide if you’ll pay hourly, per project or by another method.

  • Establish a payment schedule — set milestones for payments, such as upfront, on task completion or at project end.

4. Draft a contract

Prepare a written contract that sets out the engagement terms and key clauses, including:

  • Scope and nature of work

  • Payment terms

  • Deadlines

  • Confidentiality and non-disclosure

  • Intellectual property rights and ownership

  • Termination clause

Seek legal advice to confirm the contract complies with relevant laws.

5. Obtain necessary documentation

  • Proof of Insurance (if applicable)

  • Portfolio or references

6. Establish communication protocols

  • Primary contact — nominate a single point of contact inside your organisation.

  • Communication tools — agree which methods you’ll use.

  • Schedule regular check-ins to track progress.

7. Onboard the contractor

  • Give access to required tools, software or platforms.

  • Provide a short orientation on your company’s processes, culture and expectations.

  • Make sure the contractor understands and follows company security protocols.

8. Monitor progress and quality

  • Regular status updates

  • Perform quality checks

  • Give feedback

9. Finalise and close out the project

  • Review final deliverables

  • Process final payment


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Remote’s contractor management services help you hire, pay and manage contractors worldwide so you can concentrate on growing your business. With Remote you can:

  • Offer straightforward onboarding for contractors

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  • Ensure compliance with local employment laws and tax rules

  • Protect your intellectual property

  • Process contractor payments quickly and in the correct currency

Learn more about our contractor management services, or if you’re ready to start onboarding contractors, sign up today.